Retainage

Billing the Final Retainage

Retainage rates can be changed throughout the project. Review Changing Retainage for instructions to adjust retainage throughout the job. 
Complete the following steps to invoice the final Retainage billing:
  1. Open a job and tap on the Billings tab:

  2. Click on the Change Retainage button.
  3. Clear the Retainage percentage to remove all retainage from the job. 
  4. Adjust the Materials Retainage %. Review Progress Billings > Entering Billing Items for a Progress Billing Invoice for more information on the Materials settings. 
  5. Set the invoice date from the retainage billing. 
  6. Click the Bill Now button to complete. 
Review Progress Billings > Invoicing a Progress Billing Job for more information on billing a progress billing job.